MF
HFSI

Meridian Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Meridian Financial’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
9,466
-484
-5% -$17K 0.16% 106
2026
Q1 		$345K Sell
9,950
-1,000
-9% -$35.5K 0.19% 100
2025
Q4 		$389K Buy
+10,950
New +$391K 0.21% 89

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Meridian Financial's HFSI Position: Q2 2026 in Review

Meridian Financial reduced its Hartford Strategic Income ETF (HFSI) stake by 4.9% in Q2 2026, selling an estimated $17K and leaving 9,466 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #106.

Meridian Financial first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 36 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Meridian Financial held 9,466 shares of Hartford Strategic Income ETF worth $333K as of Q2 2026.
  • Meridian Financial sold 484 Hartford Strategic Income ETF shares in Q2 2026, an estimated $17K.
  • Hartford Strategic Income ETF made up 0.16% of Meridian Financial's portfolio in Q2 2026, its #106 holding.
  • Meridian Financial first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Meridian Financial's Hartford Strategic Income ETF position peaked at $389K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.